Latest reporting and insights

Read the latest monthly update for T8 Gold.

Read the latest monthly update for T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

For the second year running, T8 has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

The end of the global interest rate cycle is material positive catalyst for clean energy – while clean energy is a secular growth thematic, its high sensitivity to interest rates creates a cyclical overlay. The interest rate cut was the main condition precedent for the sector’s recovery.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

There are excellent arguments to believe a second Trump presidency would not have the negative implications for clean energy that his rhetoric would suggest. A great example is that installed solar capacity in the United States more than doubled while he was in office. We also anticipate some unexpected positives that markets have not priced in.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

Silver has much greater upside than other established metals on a 1-2 year view, driven by its use in various clean energy technologies. If you like copper’s fundamentals, you will love silver.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

Jonas Dorling interviews Roscoe Widdup in relation to ‘dispelling clean energy myths’. The Interview was aired on Money of Mine on 31 May 2024.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets in relation to T8 Gold.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

Nadine Blayney interviews Roscoe Widdup in relation to ‘megatrends’. The Interview was aired on ausbiz on 30 April 2024.

Clean energy’s robust fundamentals and long-term secular growth outlook have been temporarily obscured by sentiment-driven capital flows. Global small caps coming into focus presents a further catalyst for reflation.

Lola Cars announced that it is returning to global motorsport in a multi-year technical partnership with Yamaha Motor Company, entering the ABB FIA Formula E World Championship from the 2024/25 season.

We share our latest observations on global asset markets in relation to T8 Energy Vision.

We share our latest observations on global asset markets in relation to T8 Gold.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

What are we seeing in terms of actual investment dollars flowing into clean energy?

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

What are the reasons for clean energy’s weakness and what is the catalyst for a reversal in fortunes?

We share our latest observations on global asset markets regarding T8 Gold.

How has the gold price defied its key macroeconomic headwinds? Central banks have been buying gold at rates not seen for decades.

We share our latest observations on global asset markets regarding T8 Energy Vision.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

What is the ‘energy transition’ and what is actually happening? Purpose The expression ‘energy transition’ has become a buzz word for politicians, corporates and consumers. The objective of this paper…

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

In December, approximately 85,000 delegates representing nearly 200 countries attended COP28 in Dubai, pledging to triple renewable energy output by 2030, while maintaining policy headwinds for conventional emissions intensive energy.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

Energy storage is the key technology which must be developed and scaled-up in order to solve the challenges facing energy markets today. It is the key to reducing electricity prices (and electricity price volatility) sustainably.

T8 Energy Vision has been awarded a place on the ‘watchlist’ of Australian Impact Investments following its annual review of listed equity funds.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

During October, 86.9% of South Australia’s total electricity demand was met by renewables. While this is not, of itself, globally significant (especially in regions with significant hydroelectric resources), it is remarkable that this milestone has been achieved with only solar and wind.

We are proud to publish our second annual responsible investment report, following on from our inaugural Shared Value Report last year.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets regarding T8 Energy Vision.

We share our latest observations on global asset markets regarding T8 Gold.

Following California’s lead, electric vehicle adoption in the United States has passed a significant tipping-point in 10 states.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

T8 has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

We share our latest observations on global asset markets.

CATL’s new ShenXing electric vehicle battery features a range of 700 kilometres along with super-fast charging whereby 400 kilometres of range can be added in only 10 minutes of charging.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

Researchers at MIT appear to have made a breakthrough in the development of a large-scale energy storage technology using cement.

We share our latest observations on global asset markets in regard to T8 Energy Vision.

We share our latest observations on global asset markets in regard to T8 Gold.

China installed nearly 80GW of solar electricity generation capacity during the first half of 2023, an increase of 154% year-over-year.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

Cox Automotive conducted a survey of more than 1,100 consumers and found that 51% are considering either a new or used EV, up from 38% in 2021.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

An academic whose contribution to the development of lithium-ion batteries was recognised with a Nobel Prize, died on Sunday at the age of 100.

A Chinese battery manufacturer backed by one of China’s largest automotive companies claims another breakthrough in lithium-ion battery technology.

A new variant of lithium battery with an extraordinary useful life set to go into mass production in 2024.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

Download the official voting records for both funds.

Read the latest monthly update for T8 Energy Vision.

The world’s largest battery manufacturer announced that it expects to begin mass production of a new variant of lithium battery with step-change performance characteristics relative to the current generation of technology.

Read the latest monthly update for T8 Gold.

Photovoltaic solar electricity was the fastest growing source of new electricity generation capacity in China in 2022.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

For transparency, we disclose T8 Energy Vision’s positions on a quarterly basis.

For transparency, we disclose T8 Gold’s positions on a quarterly basis.

T8 Energy Vision’s core universe is trading near to 2008 financial crisis lows in terms of valuation and the fundamentals remain strong.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

This responsible investment policy aims to articulate our approach to considering ESG as part of the investment process.

Chinese EV sales hit 22% of total passenger vehicle sales.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

China’s lithium-ion battery manufacturing capacity could support global electric vehicle production of nearly 50% of annual global passenger vehicle sales by 2025.

Read the latest monthly update for T8 Energy Vision.

Read the latest monthly update for T8 Gold.

China’s rate of solar installation in 2022 equal to all of the United State’s existing capacity.

This report is our first step in demonstrating transparency regarding the carbon emissions of T8 and T8 Energy Vision’s portfolio of investee companies.

Passenger electric vehicles accounted for 25% of new car sales in China for the year to August.

Driven by China, from 2025, the world will have the capacity to manufacture 2022’s entire solar electricity generation capacity.

The United States has passed the Inflation Reduction Act which is one of the most significant pieces of economic policy in recent history including nearly US$400 billion in stimulus for clean energy.

In July, Bloomberg New Energy Finance (BNEF) published its latest estimates on the relative economics of new electricity generation capacity. Renewable energy has widened its advantage over fossil fuels despite becoming more expensive in 2022.

This report, read alongside our monthly reporting on investment returns, demonstrates how T8 Energy Vision is generating positive environmental and social impacts in addition to investment returns.

In June, China released its 14th Five-Year Renewable Energy Development Plan which includes some significant targets for increasing renewable electricity generation capacity using wind.

China is targeting non-hydro energy storage installed capacity of 30GWh by 2025 and 100GW by 2030 from 3GW today which is aimed at increasing renewable power consumption and ensuring grid stability.

Bloomberg New Energy Finance (BNEF) estimates that over US$15 trillion will be invested in renewable power generation over the next several decades as the world’s energy mix evolves towards new…

The latest IPCC report calls for urgent transformational changes using many tools which the world already has at its fingertips The Intergovernmental Panel on Climate Change (IPCC – a body…

The top-selling vehicle in the United States for the last 40 years is going electric Ford’s F-Series pickups have been the top selling vehicle in the United States for the…

Clean energy industries are likely to grow at generationally significant rates for an extended period of time Our research and supply chain due diligence indicates that while the headwinds of…

COP26 validates the increasingly investment-friendly backdrop which will enable the private sector to direct enormous amounts of capital into clean energy The United Nations Climate Change Conference (COP26) concluded in…

Dramatic increases in energy prices world-wide has implications for inflation, economic growth, and future energy policy We are closely monitoring world energy markets following recent dramatic increases in energy prices….

We explain why investors should pay attention to the solar industry.

IPCC issues sobering assertions about the consequences of inadequate action by countries transitioning from fossil fuels During August, the IPCC (Intergovernmental Panel on Climate Change), an international body of scientists…

During July, the European Union announced a range of initiatives aimed at accelerating its path to ‘Net Zero’ emissions. In our view, the centrepiece is the proposed tighter emissions limits for cars, which appears likely to end new petrol and diesel vehicle sales in the bloc by 2035.

Please join a 30-minute webinar on the impacts that solar energy is having on energy markets and the opportunities for investors over the next decade.

During June, IRENA estimated that the world will need to deploy renewable energy generation capacity at a rate of c.840GW/year (relative to the run-rate of c.200GW) to meet global ‘Net Zero’ emissions targets.

We will provide insights into the changes occurring in energy markets and the opportunities for investors over the next decade.

Lenders, shareholders and the courts are abandoning the conventional energy sector, increasing its cost of capital relative to clean energy Clean energy cost of capital advantage widening International lenders are…

The IEA has proclaimed that ceasing the development of new oil and gas fields will be required for the world to achieve net-zero by 2050 The International Energy Agency (an…

Global energy efficiency improved by an estimated 13% between 2000 and 2017. The potential energy saving (via new energy efficiency initiatives) over the next decade is likely to be even greater.

California Governor Gavin Newsom announced a ban on new fracking by 2024 and pledged to end all oil extraction by 2045.

French lawmakers set in motion a bill that would forbid conventional air travel when the journey can be made by train in two and a half hours or less.

We are hosting a hydrogen briefing with leading Australian hydrogen expert, Kellie Larsen on Tuesday 11 May in Melbourne.

Global electric vehicle production is set for a generational boom Electric vehicle production is set to accelerate following the announcement of aggressive targets from two of the world’s leading automobile…

Renewable energy is a secular growth story of generational magnitude and importance The world’s major economies (>75% of global GDP) committing to net zero emissions targets has given renewable energy…

The technologies critical to clean energy continue to advance at breakneck speed The economics of the technologies which underpin the shift to clean energy continue to improve: The cost of…

Key industries and companies within clean energy are still small and are likely to grow significantly Despite renewables being considered the ‘next big thing’ for the last few decades, their…

The world’s largest economies have signalled that they are finally getting serious about clean energy During 2020, the world’s two largest economies sent the strongest signals yet about their intentions…

The United Kingdom began unveiling its plans to transition to net zero carbon emissions The United Kingdom’s government released the first stage of a 10-point clean energy plan for a…

The European Commission announced a plan for investment in offshore wind of unprecedented magnitude The European Commission unveiled its strategy to spend nearly US$1 Trillion in offshore wind capacity, increasing…

Joe Biden’s election as President is significant because it is likely to be the catalyst for a step change in policy direction and government investment and support for clean energy. The President-elect made campaign promises to re-join the Paris Climate Agreement, work with Congress to enact net-zero emissions (carbon neutral) legislation and invest US$2 trillion during his first term.

Last month we noted the significance of China announcing a net-zero target by 2060. During October, Japan (the world’s third largest economy) and South Korea (the world’s 11th largest) followed suit by announcing their own carbon neutral objectives by 2050.

The Australian Energy Market Operator (AEMO) reported that for the first time in October, South Australia set a record as the first major jurisdiction globally to satisfy its entire electricity needs using solar power for a period of one hour. Rooftop solar panels contributed nearly 80% of the total with utility-scale solar providing the balance.

China announced in a speech to the United Nations General Assembly that it intends to become carbon neutral by 2060 and stated that “humankind can no longer afford to ignore the repeated warnings of nature and go down the beaten path of extracting resources without investing in conservation, pursuing development at the expense of protection, and exploiting resources without restoration”.

California Governor Gavin Newsom signed an executive order that will ban the sale of new gasoline and diesel-powered passenger cars and trucks from 2035. California joins 15 countries that have made similar commitments, including the United Kingdom and France.